Business Accounting in St. Petersburg & Tampa
Clear books. Useful reports. A plan for what comes next.
Concierge CFO helps business owners connect accounting, bookkeeping, cash flow and year-round tax planning. Based in Saint Petersburg, Florida, we serve businesses in St. Petersburg, Tampa and across Tampa Bay through online meetings and remote support.
Book a tax planning call · Request an accounting callback · 727-620-4030
Accounting support built around your business
Your accounting should help you understand profitability, plan upcoming payments and make decisions with current information. We start by reviewing your existing records, software, reporting needs and business goals, then agree on the services and responsibilities that fit.
Bookkeeping and reconciliations: discuss transaction records, bank and credit-card reconciliation, account classifications and the information needed to keep your books useful.
Financial reporting: identify the profit-and-loss, balance-sheet and cash-flow information you need to understand performance.
Payroll coordination: review your current process and confirm the support, provider responsibilities and reporting included in your engagement.
Tax planning coordination: connect reliable accounting records with your business and personal tax priorities throughout the year.
Management insight: add fractional CFO support when you need forecasts, budgets, scenario analysis or guidance for growth decisions.
For St. Petersburg and Tampa business owners
Our office is at 2704 Central Avenue, Saint Petersburg, FL 33712. St. Petersburg owners can work with a local team while using digital records and online meetings. Tampa owners can use the same remote workflow without traveling across the bay for routine conversations. We discuss meeting arrangements and the cadence of support before work begins.
We work with owners who want to connect daily financial information with longer-term goals. Explore our industry services for medical practices and physicians, aviation businesses and aircraft owners, and marine operators, or tell us about your business on a call.
Own more than one business?
Multiple entities can make it harder to see where cash sits, which company incurred an expense and how the businesses connect with your personal finances. We discuss how each entity's books are maintained, the reporting you need and the coordination required. Your engagement should make clear which entities are covered and who handles each responsibility.
Our year-round tax planning method connects these conversations with your goals. Accounting, tax-plan implementation and CFO responsibilities depend on your selected package and agreed scope.
How to choose an accounting firm
When comparing accountants or accounting firms in Tampa Bay, ask practical questions: Who will maintain the books? How often will reports be available? Who reviews tax-planning opportunities? What information must you provide? What is included in the fee, and what requires a separate engagement?
Look for a service that matches your business complexity and communication needs. Meet the Concierge CFO team and compare our published packages before deciding whether our approach is a fit.
Business accounting questions
What is the difference between bookkeeping and accounting?
Bookkeeping records and organizes transactions. Accounting uses those records to produce and interpret financial information. The right engagement defines both the day-to-day recordkeeping and the reporting or advisory support you need.
Can I keep my current bookkeeper?
Tell us who currently manages your records and what is working well. We can discuss how advisory or tax-planning support might coordinate with your existing arrangements and confirm responsibilities before an engagement begins.
Do you provide accounting services for Tampa businesses?
Yes. Our team is based in St. Petersburg and serves Tampa and Tampa Bay business owners with online meetings and remote support. We also serve clients across Florida and in over 31 U.S. states.
How much does business accounting cost?
Fees depend on the number of entities, transaction volume, condition of the records, reporting needs and advisory responsibilities. Our pricing page explains published package starting points. Confirm bookkeeping, payroll, cleanup and CFO scope before you engage us.
What should I bring to the first conversation?
Start with your goals, the number of entities you own, your accounting software and the questions you want answered. Recent financial statements and tax returns may help us understand your needs. The callback form lets you optionally upload documents or a short video explaining your situation.
Put your numbers to work
Tell Blake where your accounting feels unclear and what you want your business to achieve. We will discuss the next step and the services suited to your needs.